Top 7 National Pension System (NPS) Fund Performance

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National Pension System (NPS) helps you to save tax in several ways. As per section 80CCD (1B), Contribution to National Pension Scheme (NPS), an additional deduction of up to Rs. 50,000 over and above the Section 80C, 80CCC and 80CCD savings cap of Rs. 1.5 lakh, is allowed if such amount is contributed by the employee.

There are only seven NPS fund managers at present and the table below compare their performance.

TIER I: Equity Plans
Returns(%)
Fund NAV 3-Month 6-Month 1-Year Assets(Rs. cr)
Birla Sun Life Pension 10.35 3.57 0.41
HDFC Pension Fund 18.77 3.47 11.06 16.73 563.08
ICICI Prudential Pension 25.23 2.01 8.22 12.40 614.98
Kotak Pension Fund 23.98 3.49 11.73 15.94 107.97
LIC Pension Fund 16.78 1.92 7.84 12.05 244.65
Reliance Capital Pension 23.75 1.68 9.79 13.36 62.39
SBI Pension Fund 21.62 1.94 8.87 13.04 1143.38
UTI Retirement Solutions 25.07 1.47 8.67 11.85 147.83
Nifty 50 Index 3.06 1043 13.02

 

TIER I: Government Bond Plans
Returns(%)
Fund Nav 3-Month 6-Month 1-Year Assets (Rs. cr)
Birla Sun Life Pension 10.53 5.35 0.22
HDFC Pension Fund 15.58 5.05 6.27 7.60 465.95
ICICI Prudential Pension 21.03 5.22 6.35 7.68 487.80
Kotak Pension Fund 20.98 5.55 6.73 8.07 103.31
LIC Pension Fund 16.42 5.46 7.09 10.28 207.70
Reliance Capital Pension 20.47 5.39 6.48 8.10 63.11
SBI Pension Fund 22.66 5.15 6.40 8.23 1437.38
UTI Retirement Solutions 20.54 4.82 6.17 7.61 143.54
Nifty 50 Index 4.75 5.81 8.27

 

TIER I: Corporate Debt Plans
Returns(%)
Fund NAV 3-Month 6-Month 1-Year Assets (Rs. cr)
Birla Sun Life Pension 10.46 4.56 0.19
HDFC Pension Fund 15.76 3.90 5.54 10.25 347.93
ICICI Prudential Pension 24.24 4.09 5.30 10.09 412.62
Kotak Pension Fund 24.20 4.11 5.60 10.34 77.40
LIC Pension Fund 15.80 4.12 5.37 9.86 787.22
Reliance Capital Pension 21.31 4.01 5.35 9.76 93.45
UTI Retirement Solutions 22.02 4.01 5.35 9.76 93.45
Nifty 50 Index 3.67 5.03 8.49

 

 

Returns as on Aug 11,2017. Assets as on Jun 30, 2017 Source: Value Research

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